Suite 3031
Lake Mary, FL 32746
toll free: 877-526-9096
fax: 407-805-8987
Financial Advisor
- Certified Financial Planner
- MBA
University of Baltimore - BS
Towson State University - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Health, Life & Variable Annuity Insurance Licenses
- Seminole County Regional Chamber of Commerce
Board Member - The Diocese of Orlando Pastoral Council
Chair - Awarded the Papal Cross Pro Ecclesia et Pontifice
- Annunciation Catholic Academy School Board
Board Member - Legacy Club at Alaqua Lakes
Member
- Certified Public Accountant / Personal Financial Specialist
- BS
summa cum laude
University of Baltimore - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Health, Life & Variable Annuity Insurance Licenses
- Awarded the Papal Cross Pro Ecclesia et Pontifice
- Florida Institute of Certified Public Accountants
Board Director - Membership
Member - Continuing Professional Education Committee - Seminole County Regional Chamber of Commerce
Member - Finance Committee - Alaqua Lakes Ladies Association
Treasurer - National Association of Estate Planners and Councils
- American Institute of Certified Public Accountants
